Salesforce Financial Services

Unify the financial services experience and unlock loyalty with Financial Services Cloud.

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30 Days
software trial
N/A
price
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Category
  • Financial Planning Software
  • Wealth Management Software
Features
  • Attendance Tracking
  • Client Portal
  • Online Application
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Loyalty Program
  • Performance Measurement
  • Portfolio Management
  • Patient Records
  • Accounting Integration
  • Budgeting & Forecasting
  • Cash Management
  • Consolidation/Roll-Up
  • Credit Card Management
  • Investment Management
  • Risk Management
  • Tax Management
Platforms
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Linux

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